KIG
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Kowal Investment Group’s Global X US Preferred ETF PFFD Stock Holding History

Kowal Investment Group’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-346
Closed -$9K – 693
2021
Q3 		$9K Buy
+346
New +$9K ﹤0.01% 527

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Kowal Investment Group's PFFD Position: Q4 2021 in Review

Kowal Investment Group sold out of Global X US Preferred ETF (PFFD) in Q4 2021, closing a stake of 346 shares — an estimated $9K sold.

Kowal Investment Group first reported a position in PFFD in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

  • Kowal Investment Group reported no remaining Global X US Preferred ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 346 Global X US Preferred ETF shares in Q4 2021, an estimated $9K.
  • Kowal Investment Group first reported a position in Global X US Preferred ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Global X US Preferred ETF position peaked at $9K in Q3 2021.
  • 230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.